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Synergy Investment Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Synergy Investment Management’s Portfolio FIIG Stock Details FIIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$165K Sell
7,937
-3,023
-28% -$63.7K 0.05% 152
2025
Q4 		$232K Buy
10,960
+558
+5% +$11.9K 0.08% 120
2025
Q3 		$221K Buy
+10,402
New +$219K 0.08% 120
2025
Q2 		– Sell
-10,402
Closed -$216K – 247
2025
Q1 		$216K Buy
10,402
+864
+9% +$17.8K 0.09% 118
2024
Q4 		$195K Buy
+9,538
New +$199K 0.08% 122

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Synergy Investment Management's FIIG Position: Q1 2026 in Review

Synergy Investment Management reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 28% in Q1 2026, selling an estimated $63.7K and leaving 7,937 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #152.

Synergy Investment Management first reported a position in FIIG in Q4 2024 and has held it in 5 quarters since. The position peaked at $232K in Q4 2025. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Synergy Investment Management held 7,937 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $165K as of Q1 2026.
  • Synergy Investment Management sold 3,023 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $63.7K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.05% of Synergy Investment Management's portfolio in Q1 2026, its #152 holding.
  • Synergy Investment Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 5 quarters since.
  • Synergy Investment Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $232K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.